7 Robotic Company Leaders for the Next Decade

The global robotics market is projected to exceed $400 billion by 2032, expanding far beyond manufacturing into healthcare, logistics, and AI-driven enterprise automation.

Here are seven companies that are well-positioned to lead, and benefit from this transformation.

1. $AMZN - Amazon

Amazon’s unparalleled integration of robotics, AI, and logistics data has made it one of the most automated corporations in the world.

Amazon Robotics now operates more than 750,000 robots across its fulfillment centers, including Kiva and Proteus models that handle picking, packing, and material transport with precision and speed.

As global e-commerce and logistics continue to expand (and as labor costs rise), robotics will play an increasingly central role in Amazon’s operations. The company’s internal robotics ROI could prove enormous over the coming decades, driving higher efficiency, lower costs, and greater scalability.

Beyond warehouses, Amazon is exploring home robotics (Astro) and humanoid collaboration pilots for logistics and last-mile delivery. If Amazon decides to commercialize its robotics stack (combining hardware, software, cloud integration, and maintenance services) it could create an entirely new revenue stream and potentially become a dominant player in the industrial automation market.

Amazon plans to integrate generative AI into its warehouse and delivery robots, enabling real-time learning, adaptive navigation, and predictive maintenance.

By 2030, the company aims for 50% of deliveries to be autonomous, supported by advanced data analytics and simulation tools through AWS Robotics Cloud, a platform designed to power robot data processing, fleet management, and AI model training at scale.

This new segment could help Amazon achieve $1 trillion in revenue and $100 billion in free cash flow by 2029. 2. $GOOG - Alphabet

Alphabet’s robotics initiatives (led by Intrinsic, DeepMind, and RT-X) aim to develop general-purpose robotic intelligence capable of learning, reasoning, and adapting to new environments.

By teaching robots through large multimodal AI models, Google is building the “software mind” that allows machines to learn thousands of tasks from human demonstrations rather than traditional programming.

Google’s strength lies in its AI scalability, connecting data, vision, and motion learning across its vast ecosystem. If successful, it could become the operating system for physical intelligence, much like Android became the backbone of the smartphone era.

The company is also integrating robotics with its Cloud and AI platforms, targeting scalable applications in smart homes, manufacturing, and logistics. Future developments are expected to include humanoid and collaborative robots capable of learning complex physical tasks via neural networks.

Waymo (Alphabet’s autonomous driving unit) is already operating commercial robotaxi services across multiple U.S. cities. By 2040, Waymo could account for 10% or more of Alphabet’s total revenue.

With unmatched AI research talent, real-time robot data processing via Google Cloud, and one of the world’s strongest machine learning patent portfolios, Alphabet is uniquely positioned at the intersection of robotics and artificial intelligence.

In essence, Google is building the brain and software infrastructure for autonomous robots (not the bodies). Its AI robotics stack is designed to train robots to perform hundreds of tasks by combining LLMs, simulation environments, and real-world motion data, a foundation that could redefine how machines learn and interact with the physical world.

Despite Alphabet’s significant R&D investment, the company is expected to increase its revenue by 1.5 times and double its free cash flow by 2029.

8 Small-Caps to Buy and Hold for the Next Decade

1. UiPath $PATH

UiPath is the global leader in robotic process automation (RPA), benefiting from a powerful data feedback loop: the more automation data it collects, the more its AI can optimize and refine processes.

Since launch, UiPath has powered nearly 1 million agent runs and 170,000+ process instances, with over 450 customers actively building AI agents. This scale reinforces its platform advantage and accelerates innovation.

UiPath maintains one of the strongest metrics in the industry, with a 98% dollar-based gross retention rate, a testament to the stickiness of its platform and its mission-critical role in enterprise automation.

The company offers deep integrations across process mining, analytics, and enterprise software ecosystems, including partnerships with SAP, Microsoft, and Oracle. These alliances strengthen UiPath’s ability to embed itself in enterprise workflows.

A recent collaboration with Google to develop a Conversational Agent powered by Gemini Models opens a new opportunity to expand into natural language automation.

UiPath has consistently grown revenue while maintaining a strong balance sheet with healthy cash and short-term investments. Despite this performance, the stock trades near its lowest valuation.

By 2035, UiPath aims to become the global leader in enterprise automation, powering millions of digital workers across industries and cementing its role as a foundational layer in the digital enterprise stack. 2. The Trade Desk $TTD

The Trade Desk is the largest independent demand-side platform (DSP) globally, with an 18–19% market share, second only to Google DV360, but the undisputed leader in Connected TV (CTV) and the open internet.

Kokai represents TTD’s most significant platform advancement to date. Powered by its AI engine, Koa, Kokai automates and optimizes bidding strategies in real time. This year, more than 70% of client spend flows through Kokai, with adopters reporting a 24% reduction in cost per conversion.

TTD processes in just 30 seconds the same transaction volume that Visa and Mastercard handle in an entire year, giving it one of the most powerful datasets in digital advertising. For Kokai users, this has translated into 20%+ faster spend growth, highlighting the compounding advantage of TTD’s unbiased data scale.

Connected TV remains TTD’s fastest-growing channel, now accounting for nearly half of total spend. Strategic partnerships with Disney, Netflix, Roku, NBCU, and LG give the company unmatched reach across premium streaming environments.

OpenPath allows advertisers to connect directly with publishers, cutting 10–20% in middlemen fees while boosting publisher revenues, further enhancing TTD’s value proposition on both sides of the ecosystem.

TTD’s Unified ID 2.0 (UID2) has become the industry’s leading open-source identity framework, now covering more than 90 million U.S. households.

By 2029, TTD expects to double revenue and FCF, and by 2032, The Trade Desk aims to become the default operating system for digital advertising outside of the walled gardens.

11 Stocks to Buy and Hold for the Next Decade

1. Amazon $AMZN

Amazon remains a global powerhouse across cloud, logistics, and retail, and is expected to maintain this leadership into the next decade through aggressive expansion in India, Latin America, and the Middle East.

AWS holds 32% of the global cloud market, and by 2035 it could remain the world’s largest cloud platform, generating $300B+ in annual revenue while expanding its AI-as-a-service offerings.

Generative AI demand is now a multibillion-dollar business, growing at triple-digit YoY rates, with demand outpacing supply.

Amazon Pharmacy continues to scale rapidly, with 50% YoY growth, capitalizing on the momentum in digital health.

With over 250M Prime members worldwide, Amazon enjoys unmatched customer loyalty and competitive advantage and expects to double Prime membership by 2032.

By 2035, ads are projected to become one of Amazon’s largest cash flow drivers, rivaling AWS. This will enable the company to continue reinvesting heavily in logistics, e-commerce, AI, and emerging technologies.

Project Kuiper has successfully launched its third satellite and already secured enterprise and government customers, positioning Amazon to compete in satellite broadband.

Thanks to its vast ecosystem, Amazon is expected to become the first company to surpass $1 trillion in annual revenue by 2029, underscoring its unmatched scale and ability to monetize across multiple industries. 2. Alphabet $GOOG

Alphabet dominates global digital advertising through Google Search and YouTube, with searches boosted 70% by Google Lens adoption.

YouTube is rapidly expanding into live sports, connected TV, and advertising, and is expected to rival Netflix in revenue over the next few years.

Alphabet’s AI strategy has gained significant momentum. Unlike peers that must attract users for new AI ideas, Alphabet already operates at scale. Its AI overviews now reach over 2 billion monthly users across 200+ countries, increasing query volume by 10% in supported categories, enhancing engagement, and solidifying its role as a leader in AI-driven innovation.

Waymo remains one of the furthest ahead in real-world testing. Its robotaxi service has expanded into new cities and is now testing in 10 locations, paving the way for broader commercialization.

Google Cloud is also showing strong traction, with backlog up 38% YoY to $106 billion. In just the first half of 2025, it closed more than $1 billion deals, matching the total number achieved in all of FY2024.

Despite massive AI investment, Alphabet is projected to sustain free cash flow margins above 20% over the next several years, one of the few companies able to combine high growth with durable profitability.

Here are 10 wonderful companies with more cash than Total liabilities you’ll want to keep on your watchlist:

Intuitive Surgical Inc. $ISRG

- Leader in robotic assisted surgery
- strong moat
- The stock has grown at 24% per year, delivering over 750% returns in 10 years. Copart, Inc. $CPRT

- The largest online car auction
- strong moat
- The stock has grown at 27% per year, delivering over 991% returns in 10 years.

8 Stocks to Hold for the Next Decade🧵

1. $GOOG - Alphabet

• Google controls over 90% of the global search market, cementing its dominance.

• A leader in quantum computing and one of the fastest-growing cloud providers.

• Gemini models now serve 9M+ developers, setting benchmarks across languages and logic.

• The Gemini App has 450M MAUs, with daily requests up 50% QoQ.

• Owns YouTube, where Shorts average 200B daily views, monetizing on par with long-form in many regions.

• Waymo has driven 100M autonomous miles and is expanding into new cities and countries.

Despite heavy R&D investment, Alphabet is projected to double FCF within three years, giving it unmatched flexibility for innovation, acquisitions, and shareholder returns. 2. $OSCR - Oscar Health

• Healthcare is facing disruption, but Oscar benefits from government-backed protections.

• Covers 2 million members and is projected to reach 3–4M by 2030.

• AI-driven tools provide real-time, personalized care plans, bridging insurer and provider roles.

• The +Oscar platform could power third-party systems, opening new licensing and white-label revenue streams.

• Strong presence in rural and underserved markets via 24/7 online consultations.

• Positioned to capitalize on ICHRA adoption, where employers fund ACA premiums.

Oscar is showing robust top-line growth, margin expansion, and a scalable foundation for long-term execution.

In 2018, $TSLA was at $19, $AMD at $12 and $SHOP at $14, and right now they went up with over 2000% return in less than a decade.

Here are 5 companies under $20 that could potentially hit similar returns in the next 8-10 years. 1. $DLO - DLocal Limited ($14)

DLocal is a payment processing platform with a strong focus on Latin America and the Asia-Pacific regions.

Its transaction-based revenue model scales efficiently: as payment volumes increase, the company doesn’t need to proportionally raise costs. This operating leverage allows DLocal to grow profitably while maintaining an almost debt-free balance sheet and expanding both revenue and cash reserves.

In Q2 2025, Total Payment Volume (TPV) reached a record $9.2 billion, up 53% YoY and 14% QoQ. This marked the third consecutive quarter of 50%+ TPV growth, underscoring the platform’s accelerating adoption.

Fair Isaac $FICO still has so much potential and strong pricing power.

The stock has grown at 32.4% per year, delivering over 1522% returns in 10 years.

Let me tell you about it🧵 Before the 1960s, there was no easy way to know a person’s credit card history, so loan decisions were largely based on trust.

There was also no concept of a variable interest rate depending on credit risk.

Bill Fair and Earl Isaac, working together at the Stanford Research, saw an opportunity to bring standardization and objectivity to the lending process. In 1956, they started a consulting firm called Fair, Isaac & Co.

Each contributed $400, beginning in a studio apartment in San Rafael, California. They sent letters to the 50 largest U.S. lenders explaining their ideas, but only one responded: the American Investment Company (AIC). AIC hired them

Stanley Druckenmiller ran Duquesne Capital for 30 years, averaging 30% annual returns with zero down years.

Let’s dive into his latest quarterly portfolio update, recent performance, and investment tips. His Stock-Buying Criteria:

Druckenmiller’s a top-down guy. He starts with the big picture: global economic trends, liquidity, central bank moves. Then drills down to stocks.

He looks for:

1) Secular growth themes like e-commerce: He has held MercadoLibre for over a year, and the company is expecting over 20% growth. He has been trading Nubank, another promising company with massive growth potential, and recently added Sea Limited and Taiwan Semiconductor Manufacturing Company (TSM), both strong companies with significant potential.

2) Undervalued assets with significant upside potential. He has held Coupang for about two years, and the company is expecting significant growth. He recently added Thermo Fisher, one of the most beaten-down stocks due to tariffs but with a strong moat.

3) Strong management (loves founder-led firms)

David Tepper has achieved a 28% annual return over the past two decades.

It's one of the best contrarian investors, he was right about Alibaba and now he has a new bet

Let me tell you about it🧵 Tepper left Goldman Sachs in 1992 and founded Appaloosa Management in 1993 with $57 million in capital

Appaloosa Management is renowned for its strong performance, particularly in distressed debt investing. Since its inception in 1993, the fund has reportedly compounded at an average annual return of over 25% for much of its history.

By 2010, it was reported that Appaloosa had returned $12.4 billion to clients since inception, ranking it among the top hedge funds for total client returns. This figure reflects returns up to 17 years after its founding.

Shift4 Payments $FOUR has a lot potencial

- Company its expanding
- Insiders are buying
- Boring businesses

Today, the company is worth $6 billion, operates in over +75 countries, runs one of the biggest payment processing companies in the world, and has a strong presence in hospitality.

The stock has grown at 18% per year, delivering over 130% in returns in 5 years (IPO in Jun 2020).

Here are a few reasons why I consider it a buy: 1) It's a boring business than operating in multiple industries like hospitality, gaming, casinos, hotels, and e-commerce, yet it's still growing, expanding, and adding new features.

The company generates over $100 million from subscription revenue and is expecting to add more venues in the coming years.

90% of the revenue comes from processing payment fees

Dev Kantesaria - Valley Forge Capital has one of the best porfolios out there

He has beat the market since 2008 with less than 10 stocks

Fair Isaac Corporation $FICO
S&P Global Inc. $SPGI
Mastercard Incorporated $MA
Visa Inc. $V
Intuit Inc. $INTU
ASML Holding N.V. $ASML (He bought at $780)
Equifax Inc. $EFX (He bought at $250)
MSCI Inc. $MSCI (He bought at $600)

I would add $AMZN or $MELI to his portfolio and leave it there for the next 10 years. $MSCI is a company he recently added, and he will probably DCA in the coming months or years.

The CEO is also buying, and the company has strong margins.

All chart are from @gainify_io

5 undervalued mega caps that have outperformed the S&P 500 over the last 10 and 20 years.

$TSM $213
$SNPS $471
$GOOG $175
$AMZN $214
$CRM $262
$FI $163
$ASML $759
$NVO $74
$ADBE $382
$CPRT $48

(See thread) 🧵 Taiwan Semiconductor $TSM

- Profit Margin: 57%
- ROIC: 25%
- Earnings yield: 3.61%
- Economic Moat: Wide
- Expected EPS Growth (3 yr): 23%
- Expected Revenue Growth (3 yr): 20%
- CAGR since 2005: 16%

TSM is probably the busiest company on the entire list for the next 10 years—they're building the next generation of tech.

Copart, Inc. $CPRT is an undervalued large cap that everyone should know about.

Copart dominates the online vehicle auction

The stock has grown at 28% per year, delivering over 1015% returns in 10 years.

(See thread) 🧵 The salvage and vehicle auction industry is a critical component of the automotive and remarketing ecosystem, focused on the resale and recycling of totaled, damaged, and end of life vehicles.

This market is estimated to be worth $30–35 billion annually, with North America (especially the U.S.) accounting for the largest share approximately $15 to 18 billion.

Small caps are such beautiful things

Small cap stocks often lag during recessions due to their vulnerability to tight credit and economic weakness but tend to outperform significantly in recoveries, capitalizing on attractive valuations and domestic economic rebound

Here are the 10 small cap stocks that have outperformed the S&P 500 for the last 10 and 20 years: 1. AAON, Inc. $AAON:

they build heating and air-conditioning units used by factories, data centers, offices, schools, supermarkets, and more

- Profit Margin: 31%
- ROIC: 18%
- Earnings yield: 2.6%
- Expected EPS Growth (3 yr): 18.1%
- Expected Revenue Growth (3 yr): 15.7%
- CAGR since 2005: 21.1%

Here are my top five picks with the highest short squeeze potential.

1. $RKLB short interest 15%
2. $HIMS short interest 30%
3. $TMDX short interest 24%
4. $ASTS short interest 28%
5. $JOBY short interest 15%

Bonus

$OSCR short interest 12%
$ROOT short interest 13.48%

1) If $RKLB reports a profit, the short sellers will file for bankruptcy.
2) If $HIMS reaches 5 million subscribers, it would be unstoppable.
3) $TMDX is an essential business; it cannot be stopped. In a good or bad economy, it will continue to make money.
4. $ASTS has massive potential, with Google and AT&T holding significant stakes, and it’s Google’s largest position.
5) $JOBY is receiving significant support from Toyota, one of its largest investors. Toyota’s biggest positions are $GRAB and $JOBY, both worth over $1 billion.

Bonus: $OSRC and $ROOT have a massive revenue growth and both companies have been improving margin every single quarter, Oscar founder added in November last year Rocket Lab Corporation $RKLB

Some of the most Undervalued Mega caps:

$GOOG Strong buy
$AMZN Strong buy
$CPRT close to fair value
$LVMH Strong buy
$NVO The biggest company in Europe is trading at a 50% discount.
$ADBE Healthy company heavily discounted
$LULU Healthy company heavily discounted
$PDD 40% of this company its cash

$UNH experienced five distinct drawdown episodes of more than 50% since its IPO and it has recovered from all of them:
1987: –82.7%
2008: –74.4%
1998: –57.0%
2025: –60%
1996: –54.0%

Small cap:

$OSCR trading at cash, revenue all time high, member all time high and margin are improving $GOOG revenue is at an all-time high, generating over $43 billion in subscription revenue. It has a solid ROIC >12%, revenue growth >12%, diluted shares <0%, free cash flow margin >12%, and EBITDA margin >37%. People are saying that $BRK.B is buying $UNH, but if you think about it, Google perfectly matches BRK's criteria.

Stanley Druckenmiller’s Best Stock Tips:

He ran Duquesne Capital for 30 years, averaging 30% annual returns with zero down years.

Here are the tips:

1) Follow Macro Trends First

Start with the big picture. Druckenmiller always considers interest rates, inflation, global liquidity, and geopolitical risks before anything else.

2) Focus on Long-Term Themes

Identify multi year trends like AI, energy, Data center and e-commerce

3) Bet on secular growth stories

Invest in companies benefiting from structural shifts

4) size up when conviction is high

Druckenmiller doesn’t diversify for the sake of it. If he believes in an idea, he goes big.

5) Focus on cash flow, Not Hype

Ignore flashy earnings beats. Prioritize businesses generating real free cash flow with scalable potential.

6) Find Overlooked Growth Stocks

For example, MercadoLibre's institutional ownership hasn't changed much since 2018, but the stock has massively outperformed, even better than Amazon

7) Strong Management

Founders with 10–20 years of experience often know the business best. If they still show ambition and energy, that’s a great sign.

8) Adapt to Changing Markets

Don’t cling to old strategies. What worked yesterday might flop tomorrow, you gotta be more fexlible

9) Don’t Count on Shorting for Big Wins

Druckenmiller has admitted he’s never made money shorting stocks over his 40-year career. He does it occasionally for fun or hedging—but the real money is made long.

10) Avoid Leverage:

Despite being a macro trader, he doesn’t rely on excessive leverage

11) Preserve Capital:

‘I’ve learned many things from George Soros, but perhaps the most significant is that it’s not whether you’re right or wrong, but how much you make when you’re right and how much you lose when you’re wrong.’

12) Cut Losses Quickly:

If a trade is going against you and the thesis breaks, exit fast — don’t hope it comes back.

13) Don’t be afraid to change your mind

“Every great money manager I've ever met has been incredibly flexible.” Here’s the interview where he admitted that his short positions have been problematic.

He’s a brilliant investor, but shorting is a tough game.

My top list of possible short squeezes

1) $HIMS Short Interest % Float 32%
2) $ASTS Short Interest % Float 26.26%
3) $TMDX Short Interest % Float 26%
4) $ZIM Short Interest % Float 20%
5) $LUNR Short Interest % Float 16.93%
6) $RKLB Short Interest % Float 15.82%
7) $FOUR Short Interest % Float 14.62%

One of them offers an outstanding subscription program and affordable products.

Another is currently building its own aviation services for high-profile customers, covered by insurance companies and saving lives every day.

Three of these companies have contracts with NASA and Pentagon

Another is currently trading at cash value, focused on paying a massive dividend—but not executing buybacks yet.

The last one is a “boring” business providing transaction services and expanding worldwide. 1) $HIMS has over 2.4 subcribers right now, and the main target is to hit 10 million

The stock its heavily shorted so expect a lot volatilty, but its good to a good entry point

Data from @theTIKR

Former Google $GOOG CEO Schmidt told Congress that Al could eventually use 99% of the world's electricity

AI currently uses 3% of global energy — and it's growing faster than we can build new power plants. AI is growing faster than we think, and we don’t have enough power plants to support it. This could lead to an energy crisis. Mega-cap companies, politicians, and top investors are already making moves in energy stocks

Here are some ideas:

​Talen Energy Corporation $TLN has established a significant partnership with $AMZN

Why $GRAB could be Southeast Asia’s most underrated tech giant

(See thread) 🧵 What is Grab?

Grab started in 2012 as a simple ride-hailing app. The founders began in a small room, without even Wi-Fi. The company has grown from zero to over $20 billion in value and still has plenty of room for growth.

Now it’s a super app offering:

- 180 million customers
- $UBER in 8 countries
- $SHOP in 8 countries
- $PYPL in 8 countries
- $CART in 8 countries
- 12,000 employees, with 30% dedicated to Research and Development, which is commendable as it ensures ongoing expansion and exploration of new markets.

It operates in 8 countries, serving 180M+ users across Southeast Asia 🌏.

$AMZN is currently trading at its lowest valuation in more than 10 years; it's one of the best opportunities out there

See thread 🧵

▫️ Amazon’s global e-commerce ecosystem is supported by unmatched logistics infrastructure, strong customer loyalty, and massive scale—making it highly resilient to competition and well-positioned to capture a growing share of the expanding online retail market.

▫️ AWS is not just a side business—it’s the profit engine of Amazon, Accounting for over 70% of Amazon’s operating income.

▫️ Amazon is now run leaner and more efficient, with margin expansion underway after cost-cutting in logistics and fulfillment. Financial Health

▫️ Beyond e-commerce and cloud services, Amazon’s strategic expansion into advertising, streaming, and healthcare (e.g., Amazon Pharmacy) has diversified its revenue streams, reducing reliance on any single segment and enhancing long-term business stability.

▫️ Revenue has increased from $514 billion in 2022 to $638 billion in 2024, driven largely by Amazon Web Services (AWS), which posted 34% growth over two years.

▫️ Amazon’s ad business is growing over 20% YoY, now contributing more than YouTube's ad revenue.

▫️ Amazon Pharmacy, One Medical, and health data tools show serious commitment to disrupting U.S. healthcare (a $4T industry).

▫️ By 2029, Amazon’s revenue is projected to surpass $1 trillion, with free cash flow (FCF) estimated to reach $154 billion—a testament to its scalability and profitability potential.